Add A Product
How do I add a product?
To add a product, go to Products & Services, make sure you're in the "Products" tab/section and press "Add Product" or "+".
You will be presented with a popup with the fields for creating a product.
Enter the information into the fields and press "Save Product".
For details on each field, view below.
Fields
Name
The name of the product, as it will appear on line items and invoices.
Description
The description of the product, as it will appear on line items and invoices.
Category
The category of the product. These categories can be managed in the "Product Categories" tab of the Products & Services page.
You can select an already saved category using the dropdown, or type a new category name into the field and press enter.
SKU
The SKU of the product, if required.
Price
The price of the product, as it will appear on line items and invoices. If entering the price as an amount inclusive of tax, make sure to check the box at the bottom of the popup that says 'Price is tax inclusive'.
Tax Type
This is a simple dropdown with GST or GST Free as options.
Cost
This is an optional field that defaults to 0, but will likely be used in the future for analytics.